We are pleased to announce that our own Chris Wheaton is featured in a new national advertising campaign from Schwab Advisor Services. This advocacy campaign seeks to educate investors on the benefits of working with an independent advisory firm. These benefits include a focus on service not sales and providing high-caliber financial advice that is conflict-free and customized to clients’ unique needs.
At Litman Gregory, we believe our commitment to putting clients first is the reason we’ve earned and retained our clients’ trust for over 30 years.
A Decade Past, the Decade to Come
The last decade has seen U.S. stocks significantly outperform non-U.S. stocks, large caps outperform small caps, and growth strongly outperform value. And while the dominance of these trends has been unrelenting, we have already begun to see the last decade’s major market trends starting to reverse. In this post, we look back on the last 10 years and consider what to expect as investors over the next 10.
Litman Gregory Joins iM Global Partner
We would like to share some important and exciting news about our company’s future. After much due diligence and careful thought, the firm’s principals and founders have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations to come by joining iM Global Partner, a privately held global investment services firm.